NETGEAR, INC.
For the period ended Oct 29, 2025. Filed Oct 29, 2025.
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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.
Oct 29, 2025 · Filed Oct 29, 2025
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NTGR$18.88-0.8%Stored close · as of Nov 6, 2026
Contents
EX-99.1 · SEGMENT DATA:
SEGMENT DATA:
| Three Months Ended | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| September 28, 2025 | June 29, 2025 | September 29, 2024 | ||||||||||
| (In thousands, except percentage data) | Enterprise | Home Networking | Mobile | Total | Enterprise | Home Networking | Mobile | Total | Enterprise | Home Networking | Mobile | Total |
| Net revenue | $90,838 | $72,647 | $21,076 | $184,561 | $82,621 | $67,503 | $20,408 | $170,532 | $78,530 | $77,740 | $26,584 | $182,854 |
| Cost of revenue | 44,486 | 52,543 | 14,538 | 111,567 | 44,036 | 47,586 | 14,476 | 106,098 | 43,436 | 60,770 | 21,721 | 125,927 |
| Gross profit | 46,352 | 20,104 | 6,538 | 72,994 | 38,585 | 19,917 | 5,932 | 64,434 | 35,094 | 16,970 | 4,863 | 56,927 |
| Gross margin | 51.0% | 27.7% | 31.0% | 39.6% | 46.7% | 29.5% | 29.1% | 37.8% | 44.7% | 21.8% | 18.3% | 31.1% |
| Operating expenses | 23,737 | 18,551 | 6,239 | 48,527 | 22,623 | 16,763 | 5,799 | 45,185 | 18,961 | 20,662 | 5,951 | 45,574 |
| Contribution income (loss) | 22,615 | 1,553 | 299 | 24,467 | 15,962 | 3,154 | 133 | 19,249 | 16,133 | (3,692) | (1,088) | 11,353 |
| Contribution margin | 24.9% | 2.1 % | 1.4 % | 13.3% | 19.3% | 4.7 % | 0.7 % | 11.3 % | 20.5% | (4.7)% | (4.1)% | 6.2 % |
| Corporate and unallocated costs | (20,650) | (20,472) | (9,708) | |||||||||
| Amortization of intangible assets | (180) | — | — | |||||||||
| Stock-based compensation expense | (8,808) | (6,675) | (5,620) | |||||||||
| Acquisition related expenses | (286) | (705) | — | |||||||||
| Restructuring and other charges | (1,514) | (862) | (1,072) | |||||||||
| Litigation reserves, net | (98) | (75) | 100,855 | |||||||||
| Other income, net | 3,028 | 3,976 | 3,485 | |||||||||
| Income (loss) before income taxes | $(4,041) | $(5,564) | $99,293 | |||||||||
| Nine Months Ended | ||||||||
|---|---|---|---|---|---|---|---|---|
| September 28, 2025 | September 29, 2024 | |||||||
| (In thousands, except percentage data) | Enterprise | Home Networking | Mobile | Total | Enterprise | Home Networking | Mobile | Total |
| Net revenue | $252,650 | $201,537 | 62,966 | $517,153 | $207,020 | $204,665 | $79,655 | $491,340 |
| Cost of revenue | 131,052 | 146,709 | 45,216 | 322,977 | 123,045 | 165,956 | 64,574 | 353,575 |
| Gross profit | 121,598 | 54,828 | 17,750 | 194,176 | 83,975 | 38,709 | 15,081 | 137,765 |
| Gross margin | 48.1% | 27.2% | 28.2% | 37.5% | 40.6% | 18.9% | 18.9% | 28.0% |
| Operating expenses | 65,386 | 51,843 | 17,061 | 134,290 | 55,877 | 60,187 | 18,317 | 134,381 |
| Contribution income (loss) | 56,212 | 2,985 | 689 | 59,886 | 28,098 | (21,478) | (3,236) | 3,384 |
| Contribution margin | 22.2% | 1.5 % | 1.1 % | 11.6% | 13.6% | (10.5)% | (4.1)% | 0.7 % |
| Corporate and unallocated costs | (59,890) | (48,864) | ||||||
| Amortization of intangible assets | (180) | — | ||||||
| Stock-based compensation expense | (20,979) | (16,052) | ||||||
| Acquisition related expenses | (991) | — | ||||||
| Restructuring and other charges | (7,118) | (3,792) | ||||||
| Litigation reserves, net | (136) | 92,625 | ||||||
| Other income, net | 15,175 | 9,048 | ||||||
| Income (loss) before income taxes | $(14,233) | $36,349 | ||||||
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